Adding a custom paragraph to a document commentary

There are two ways to do this, this article will focus on adding paragraphs that will be included in a specific client's Will commentary. If you want to find out how to add a paragraph to all future commentaries then please read this article [link to 'Adding a custom paragraphs to all commentaries'].

Customising a clients commentary

To add a new paragraph to a commentary you must have initiated a questionnaire for a client. Click on the Commentary Extensions tab. To include additional paragraphs in the commentary tick yes for the question below.

You can then view a list of additional paragraphs included in your commentary. If there are any additional paragraphs set up to be included in all Wills these will appear by default. To add further paragraphs, please click on the following button:

Then you can then either;

Type in commentary specifically for this Will

Insert one of the paragraphs available from the commentary paragraph library using the drop down button.

To add the paragraph you must first create it and add it to the Library of Custom Paragraphs.